Pathfinder Planning And Investments
Firm details
- Headquarters
- Missoula, Montana
- CRD number
- 159486
- Registered since
- May 27, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Pathfinder Planning And Investments is a recently formed limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm focuses on advisory work for individuals and small businesses, offering financial planning, portfolio management, and educational seminars or workshops. It charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Pathfinder is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. It does not list pension consulting or related-adviser activity in its disclosures. The firm’s regulatory classification is recorded as unclassified in the available dataset.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Jill Tripp
Owner / Financial PlannerCRD 4656851
Hannah Santa Cruz
Financial PlannerCRD 5947577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Missoula, MT
Missoula
Location
Missoula, MT
Headquartered in Missoula, MT, in the West of the United States.
- Region
- West
- County
- Missoula
- Address
- 27 Fort Missoula Rd
- Time zone
- MT (UTC-7)
- Office locations
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